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Description
Confluence Technologies specializes in data-driven solutions for investment management, offering a comprehensive suite of products that enhance efficiency, control, and transparency. With a client base spanning more than 40 countries and including leading asset managers and service providers, Confluence supports regulatory compliance, risk analytics, performance measurement, and investor communications. The company’s innovative platforms enable organizations to manage complex data workflows, monitor investments, and meet evolving regulatory demands seamlessly. Confluence also offers ESG solutions and private fund reporting, positioning itself as a trusted partner for sophisticated investment management needs.
Description
AGILE stands out as VERMEG's acclaimed modular platform for regulatory reporting, tailored to fulfill both technical and business requirements. It boasts versatile deployment methods, allowing for both on-premise installations and Software as a Service (SaaS) access, enabling users to connect from anywhere at any time. The platform is designed to maintain ongoing compliance by incorporating the latest regulatory changes, calculations, templates, and validations, ensuring users remain in sync with up-to-date standards. With its scalable automation capabilities, AGILE adapts to the evolving needs of a business, offering cost-effectiveness throughout all phases of growth. Additionally, it provides strong governance through customizable workflows, as well as tailored tolerance, variance, and movement reports. The platform encompasses a comprehensive array of reports, including prudential, statistical, granular, national, and disclosure types, along with tools for generating ad-hoc reports. Moreover, AGILE features an extensive suite of calculation modules that address capital adequacy, credit risk, market risk, liquidity, and various other facets of financial reporting, ensuring that organizations are well-prepared for diverse regulatory demands. This combination of features makes AGILE an indispensable tool for financial institutions aiming to navigate the complex landscape of regulatory compliance.
API Access
Has API
API Access
Has API
Integrations
Azeon
Menturi
Serval
Wired Relations
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Confluence Technologies
Founded
1991
Country
United States
Website
www.confluence.com
Vendor Details
Company Name
Vermeg
Founded
1993
Country
United States
Website
www.vermeg.com/agile/
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations